Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$827K Hold
8,699
0.06% 221
2025
Q1
$847K Sell
8,699
-20
-0.2% -$1.95K 0.06% 220
2024
Q4
$907K Sell
8,719
-1,093
-11% -$114K 0.06% 219
2024
Q3
$968K Hold
9,812
0.07% 214
2024
Q2
$1.01M Buy
+9,812
New +$1.01M 0.07% 208